What are the responsibilities and job description for the Client Services Representative position at Summit Financial Group, Inc.?
JOB SUMMARY / ORGANIZATIONAL IMPACT :
The Client Service Representative (“CSR”) reports directly to the President and provides support for the Investment division. The CSR will primarily serve as administrative and operational support to Account Managers and Financial Advisors to ensure the needs of new and existing clients are met. Problem solving skills and time management are crucial components for the CSR.
RESPONSIBILITIES / ESSENTIAL FUNCTIONS :
- Work diligently with clients, plan participants, financial service providers, and third-party administrators on a day-to-day basis. Follow up on and limit outstanding issues with clients and participants. Provide timely resolutions to clients and escalate issues to leadership, when appropriate.
- Assist in preparation of participant enrollment and education meetings including fulfillment of material requirements from vendors, and coordination of client meeting dates and times.
- Support and schedule individual education and enrollment meetings for plan participants.
- Respond professionally and efficiently to incoming service requests from individual plan participants and individual wealth management clients.
- Communicate with individual plan participants and plan administrators regarding rollovers, distributions, asset transfers, and other general questions regarding retirement plans.
- Record in Summit’s CRM system all client data and activities including phone calls, emails and other correspondence, tasks, and appointments.
- Assist with the creation and implementation of retirement plan marketing materials.
- Stay current with market trends and events, economic updates and financial industry regulations.
- Actively stay informed of products, plans, legislative and regulatory changes through industry communications, meetings, webinars and continuing education.
- Recognize areas of weakness, provide suggestions, and update documentation for process improvement.
- Perform general and administrative duties as assigned.
EXPERIENCE :
EDUCATION :
CERTIFICATIONS :
